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RAMBUS INC（RMBS）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是RAMBUS INC的1.8倍（$324.4M vs $180.2M），RAMBUS INC净利率更高（33.2% vs 5.7%，领先27.5%），Revolve Group, Inc.同比增速更快（10.4% vs 8.1%），过去两年RAMBUS INC的营收复合增速更高（16.8% vs 9.5%）
Rambus Inc.是创立于1990年的美国科技企业，专注于芯片接口技术与架构的设计、研发及授权，相关技术广泛应用于各类数字电子产品。公司因发明RDRAM内存技术而闻名，在知识产权领域拥有深厚积累。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
RMBS vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.8倍
$180.2M
营收增速更快
RVLV
高出2.3%
8.1%
净利率更高
RMBS
高出27.5%
5.7%
两年增速更快
RMBS
近两年复合增速
9.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $180.2M | $324.4M |
| 净利润 | $59.9M | $18.6M |
| 毛利率 | 79.7% | 53.3% |
| 营业利润率 | 34.3% | 6.3% |
| 净利率 | 33.2% | 5.7% |
| 营收同比 | 8.1% | 10.4% |
| 净利润同比 | -7.3% | 50.4% |
| 每股收益（稀释后） | $0.55 | $0.27 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收RMBSRVLV
| Q1 26 | $180.2M | — | ||
| Q4 25 | $190.2M | $324.4M | ||
| Q3 25 | $178.5M | $295.6M | ||
| Q2 25 | $172.2M | $309.0M | ||
| Q1 25 | $166.7M | $296.7M | ||
| Q4 24 | $161.1M | $293.7M | ||
| Q3 24 | $145.5M | $283.1M | ||
| Q2 24 | $132.1M | $282.5M |
净利润RMBSRVLV
| Q1 26 | $59.9M | — | ||
| Q4 25 | $63.8M | $18.6M | ||
| Q3 25 | $48.4M | $21.2M | ||
| Q2 25 | $57.9M | $10.2M | ||
| Q1 25 | $60.3M | $11.8M | ||
| Q4 24 | $62.2M | $12.3M | ||
| Q3 24 | $48.7M | $11.0M | ||
| Q2 24 | $36.1M | $15.4M |
毛利率RMBSRVLV
| Q1 26 | 79.7% | — | ||
| Q4 25 | 78.9% | 53.3% | ||
| Q3 25 | 79.5% | 54.6% | ||
| Q2 25 | 79.8% | 54.1% | ||
| Q1 25 | 80.3% | 52.0% | ||
| Q4 24 | 80.4% | 52.5% | ||
| Q3 24 | 80.7% | 51.2% | ||
| Q2 24 | 79.7% | 54.0% |
营业利润率RMBSRVLV
| Q1 26 | 34.3% | — | ||
| Q4 25 | 37.2% | 6.3% | ||
| Q3 25 | 35.4% | 7.1% | ||
| Q2 25 | 36.6% | 5.8% | ||
| Q1 25 | 37.9% | 5.0% | ||
| Q4 24 | 35.9% | 3.9% | ||
| Q3 24 | 37.6% | 5.0% | ||
| Q2 24 | 30.5% | 5.8% |
净利率RMBSRVLV
| Q1 26 | 33.2% | — | ||
| Q4 25 | 33.6% | 5.7% | ||
| Q3 25 | 27.1% | 7.2% | ||
| Q2 25 | 33.6% | 3.3% | ||
| Q1 25 | 36.2% | 4.0% | ||
| Q4 24 | 38.6% | 4.2% | ||
| Q3 24 | 33.4% | 3.9% | ||
| Q2 24 | 27.3% | 5.4% |
每股收益（稀释后）RMBSRVLV
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.58 | $0.27 | ||
| Q3 25 | $0.44 | $0.29 | ||
| Q2 25 | $0.53 | $0.14 | ||
| Q1 25 | $0.56 | $0.16 | ||
| Q4 24 | $0.57 | $0.18 | ||
| Q3 24 | $0.45 | $0.15 | ||
| Q2 24 | $0.33 | $0.21 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $134.3M | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | $1.5B | $765.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资RMBSRVLV
| Q1 26 | $134.3M | — | ||
| Q4 25 | $182.8M | $292.3M | ||
| Q3 25 | $79.2M | $315.4M | ||
| Q2 25 | $87.8M | $310.7M | ||
| Q1 25 | $132.2M | $300.8M | ||
| Q4 24 | $99.8M | $256.6M | ||
| Q3 24 | $114.0M | $252.8M | ||
| Q2 24 | $124.6M | $244.7M |
股东权益RMBSRVLV
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $512.5M | ||
| Q3 25 | $1.3B | $490.2M | ||
| Q2 25 | $1.2B | $468.6M | ||
| Q1 25 | $1.2B | $453.4M | ||
| Q4 24 | $1.1B | $437.8M | ||
| Q3 24 | $1.0B | $420.8M | ||
| Q2 24 | $1.0B | $405.8M |
总资产RMBSRVLV
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $765.0M | ||
| Q3 25 | $1.4B | $751.3M | ||
| Q2 25 | $1.5B | $722.9M | ||
| Q1 25 | $1.4B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $1.3B | $670.9M | ||
| Q2 24 | $1.3B | $657.8M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流RMBSRVLV
| Q1 26 | — | — | ||
| Q4 25 | $99.8M | $-10.2M | ||
| Q3 25 | $88.4M | $11.8M | ||
| Q2 25 | $94.4M | $12.6M | ||
| Q1 25 | $77.4M | $45.1M | ||
| Q4 24 | $59.0M | $3.9M | ||
| Q3 24 | $62.1M | $9.1M | ||
| Q2 24 | $70.4M | $-24.7M |
自由现金流RMBSRVLV
| Q1 26 | — | — | ||
| Q4 25 | $93.3M | $-13.3M | ||
| Q3 25 | $82.5M | $7.5M | ||
| Q2 25 | $87.9M | $10.4M | ||
| Q1 25 | $69.5M | $43.4M | ||
| Q4 24 | $52.5M | $2.1M | ||
| Q3 24 | $52.2M | $8.0M | ||
| Q2 24 | $59.1M | $-25.7M |
自由现金流率RMBSRVLV
| Q1 26 | — | — | ||
| Q4 25 | 49.0% | -4.1% | ||
| Q3 25 | 46.2% | 2.5% | ||
| Q2 25 | 51.0% | 3.4% | ||
| Q1 25 | 41.7% | 14.6% | ||
| Q4 24 | 32.6% | 0.7% | ||
| Q3 24 | 35.9% | 2.8% | ||
| Q2 24 | 44.7% | -9.1% |
资本支出强度RMBSRVLV
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 1.0% | ||
| Q3 25 | 3.3% | 1.5% | ||
| Q2 25 | 3.8% | 0.7% | ||
| Q1 25 | 4.7% | 0.6% | ||
| Q4 24 | 4.0% | 0.6% | ||
| Q3 24 | 6.8% | 0.4% | ||
| Q2 24 | 8.6% | 0.4% |
现金转化率RMBSRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | -0.55× | ||
| Q3 25 | 1.83× | 0.56× | ||
| Q2 25 | 1.63× | 1.24× | ||
| Q1 25 | 1.28× | 3.82× | ||
| Q4 24 | 0.95× | 0.32× | ||
| Q3 24 | 1.28× | 0.83× | ||
| Q2 24 | 1.95× | -1.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
RMBS
| Product revenue | $88.0M | 49% |
| Royalties | $69.6M | 39% |
| Contract and other revenue | $22.6M | 13% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
